Items to bring to your Business appointment
- Copy of prior year’s corporate or partnership tax return (if applicable)
- Articles of Incorporation / LLC Articles of Organization
- EIN letter (if you have it, or at least the EIN number)
- Partnership/LLC Operating Agreement / Corporate Bylaws (stating % ownership, profits, etc.)
- S-Corporation Election Form 2553 (if applicable)
- Contact info of each partner/member/shareholder: name, e-mail, phone, address, Social Security Number, date of birth
- Payroll reports (payroll register, wage & tax report, W-2, W-3)
- Profit & Loss, Balance Sheet, General Ledger (or access to QuickBooks Online, Xero, etc.)
- Business Bank and Credit Card Statements, including copies of cleared checks.